Secure Link
Secure file sharing
for accountants
Share sensitive client documents directly from FYI, with recipient verification, time-limited access and activity tracking built in.
Give clients secure access to exactly what they need, without the complexity of a client portal.
Give clients secure access to exactly what they need, without the complexity of a client portal.
Share exactly what the client needs
Send the right documents or Forms without opening up anything else.
- Share any document from FYI, whether PDF, Word, Excel or PowerPoint, individually or with every critical document for the matter.
- Send FYI Forms pre-filled with client details to confirm or set up for clients to upload documents.
- Clients see only what you share, never folders or other client information.
Tax returns, accounts and financial advice, sent securely without leaving FYI.
Only the right person gets in
Give clients verified access without asking them to set up any extra account.
- Clients verify with a code sent to the mobile number already stored in FYI.
- Nothing to set up, with no portal login or Microsoft account needed.
- Ideal when a client just needs a document, not a portal.
Verified client access, without setting up another portal.
You decide how long they have it
Keep sensitive documents available only for the period your practice chooses.
- Links expire automatically after 1 to 365 days, or 30 by default.
- Each recipient verifies separately.
- Your original documents in FYI stay untouched.
Give clients access to sensitive documents for only as long as they need it.
Know what happened after you sent it
Keep a clear record of access and verification activity in FYI.
- See when a link was created, a code requested and a document opened.
- Failed verification attempts and lockouts are logged too.
- Every event is recorded in FYI.
A clear record of document sharing, without chasing anyone.
Secure Link Features
Recipient verification and MFA
Recipients enter a code sent to their mobile before accessing a document.
Time-limited access
Links expire automatically after 1 to 365 days, without affecting documents in FYI.
Share only what you choose
Securely share up to 10 documents in one link. Clients see only what you include, never folders or other client information.
Secure Forms
Share Forms for clients to confirm details or upload documents. Available on Elite.
Verified delivery from automations
Send generated documents with the same verified access as your other secure file sharing.
Activity tracking
Link creation, verification, access and failed attempts are all recorded in FYI.
